KB User's Guide - Documents Tab - Import & Export

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The Import & Export function allows you Export active content available to your group as HTML and XML. You may also import XML content into your KB. This document will show you how to do this.

Navigation to the Import & Export Screen

KB Admin Tools > Documents Tab > Import & Export Link > Import & Export link.

In the image below, we see the Import & Export Screen, specifically, the Export Active Content to your Group as HTML section, which is circled in red. You may select the (internal/external) site from the dropdown list where you would like to export your documents. The drop down arrow, circled in red, will show you a number of options. You may refine the set of documents you export by including Document IDs, excluding Document IDs and/ or excluding documents restricted to a specific User Access Group. The User Access Groups in this image are called: KB Team, noms and test. To select, simply check on the appropriate check box .

Export Active Content Available to Your Group as HTML

  1. Make your Site selection - From this dropdown menu, you may select the site from which you want to export active content available to your group as a *.html file. The following are the options available to you from this dropdown menu:
  2. Export-Site-dropdown.png

    • Internal and External (all docs) - This is the field's default setting
    • Internal (all docs available via internal site)
    • External (all docs available via internal site)
    • Internal only (all docs available only via internal site)
    • External only (all docs available only via external site)

  3. Enter Document ID numbers - You may enter a list of comma delimited document ID numbers in this field.
    • Included - Specify the documents you want to export by document ID.
    • Excluded - Specify the documents you do not wish to export by document ID.
    • Excluded by User Access Group - Specify a User Access Group by checking the box next to the appropriate group. This will prevent the export of documents restricted to those group(s).

  4. Export Index button - Click this to download an HTML file that contains a text-only index for active document titles.
  5. imp_exp_buttons_Index.png

    You will get a pop up message from your browser. In the image below, the message references a file "kb_index.html".


    After clicking on the OK button, you will then receive the output. In the image below, two documents IDs were placed in the Include documents with these IDs ONLY field for export. Note how each document title in the index file is a hyperlink to its section in the content file.

  6. Export Content as HTML button - Click this to download an HTML file that contains a text-only document content.
  7. imp_exp_buttons_content.png

    You will get a pop up message from your browser. In the image below, the message references a file "kb_content.html".

    After clicking on the OK button, you will then receive the output. In the image below, two documents IDs were placed in the Include documents with these IDs ONLY field for export. You will see part of the first document content. The image link is broken, Please know that images will not appear, just text (e.g. this is expected behavior).

  8. TIP: Save both the index and content files in the same folder.

Export Active Content Available to Your Group as XML

You may also export active content available to your KB group as an *.xml file.

In the image below, we see the Export file structure of the downloaded *.xml file. Once you enter your specifications for export, a text-only file for active content can be downloaded to create new KB documents.

exportxml.png

  1. Make your Site selection - From this dropdown menu, you may select the site from which you want to export active content available to your group as an *.xml file. The following are the options available to you from this dropdown menu:
  2. Export-Site-dropdown.png

    • Internal and External (all docs) - This is the field's default setting
    • Internal (all docs available via internal site)
    • External (all docs available via internal site)
    • Internal only (all docs available only via internal site)
    • External only (all docs available only via external site)

  3. Enter Document ID numbers - You may enter a list of comma delimited document ID numbers in this field.
    • Included - Specify the documents you want to export by document ID.
    • Excluded - Specify the documents you do not wish to export by document ID.
    • Excluded by User Access Group - Specify a User Access Group by checking the box next to the appropriate group. This will prevent the export of documents restricted to those group(s).
  4. Click Export Content as XML button - to download an XML file that contains a text-only file for active content.
    You will get a pop up message from your browser. In the image below, the message references a file "kb_index.xml".

    After clicking on the OK button, you will then receive the output. In the image below, two documents IDs were placed in the Include documents with these IDs ONLY field for export. The export below is in Microsoft Word. You will see the image written out in HTML. Please know that images will not appear as it is a text only export. 

Import Content as XML

Follow the format as prescribed in the window below when creating your *.xml file. Please be mindful that the asterisks indicate required fields. If you do not have data for the required fields, just enter a space in that field as a placeholder.

  • *kb_title
  • *kb_keywords
  • *kb_summary
  • *kb_body
  • kb_int_notes
  • img_base_url

...a note about img_base_url

The img_base_url is made up of the base URL and a relative path.

  • The base URL is the host name with no ending slash
  • The relative path leads to an image file.

You will need to prepend the relative path with the base url which will make up a valid URL that points to the image file you would like to import.

Example: a base URL of https://kb.wisc.edu and a relative path of /images/group41/5249/bucky_badger_relative_path.jpg leads to the VALID url of https://kb.wisc.edu/images/group41/5249/bucky_badger_relative_path.jpg

Click on the Import Content from XML button at the bottom of the screen.

importxmlcontent

Find the XML document you created as per the prescribed format and click on the Choose File button and then the Continue button.

importcontentfromXMLpopupwindow

The documents created from your import will be set to the status of "In Progress". The person who performed the import will be the owner of the document.

Best Practices

Here are some examples how other KB groups have used the Import & Export feature:

Import

  • easy to import a large source of data (example: cut and paste from an existing web site and go in and apply formatting afterward in the KB Admin Tools).
  • can migrate any amount of content into your KB all at once
  • images contained in the source content will be automatically uploaded into individual document attachment folders
  • a way to start a set of rough drafts where the required fields are already filled in. Admins can then direct authors to specific document ID numbers or naming conventions.

Export

  • HTML export most often used so Admins may have an offline copy of their KB
  • Easier to copy the raw HTML rather than the XML when moving KB content to another website...
  • Offline copy to reference while traveling and no access to the web
  • XML export optimized for search engine use

See Also:




Keywords:kb knowledgebase knowledge base users guide tab export functions documents html xml   Doc ID:5249
Owner:Teresa A.Group:KB User's Guide
Created:2007-01-04 18:00 CSTUpdated:2016-11-07 11:36 CST
Sites:KB Demo, KB Demo - Child Demo, KB User's Guide
Feedback:  1   0